Kennedy Investment Group Has $2.34 Million Stake in Vertiv Holdings Co. $VRT

Kennedy Investment Group lowered its holdings in Vertiv Holdings Co. (NYSE:VRT) by 16.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 15,494 shares of the company’s stock after selling 3,023 shares during the quarter. Vertiv comprises approximately 0.9% of Kennedy Investment Group’s investment portfolio, making the stock its 24th largest holding. Kennedy Investment Group’s holdings in Vertiv were worth $2,337,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Investors Asset Management of Georgia Inc. GA ADV grew its holdings in shares of Vertiv by 1.9% during the third quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 3,020 shares of the company’s stock valued at $456,000 after buying an additional 55 shares during the last quarter. JBR Co Financial Management Inc lifted its position in Vertiv by 0.8% in the 3rd quarter. JBR Co Financial Management Inc now owns 7,825 shares of the company’s stock valued at $1,180,000 after acquiring an additional 65 shares in the last quarter. Plancorp LLC boosted its stake in Vertiv by 1.3% during the 3rd quarter. Plancorp LLC now owns 5,317 shares of the company’s stock valued at $802,000 after purchasing an additional 67 shares during the last quarter. True Wealth Design LLC increased its holdings in Vertiv by 54.0% during the 3rd quarter. True Wealth Design LLC now owns 194 shares of the company’s stock worth $29,000 after purchasing an additional 68 shares in the last quarter. Finally, Pacer Advisors Inc. raised its stake in shares of Vertiv by 67.6% in the third quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock worth $26,000 after purchasing an additional 69 shares during the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently issued reports on VRT shares. JPMorgan Chase & Co. upped their price target on Vertiv from $150.00 to $206.00 and gave the stock an “overweight” rating in a report on Wednesday, October 15th. Deutsche Bank Aktiengesellschaft set a $216.00 target price on shares of Vertiv and gave the stock a “buy” rating in a research note on Wednesday, October 15th. Wolfe Research lowered shares of Vertiv from an “outperform” rating to a “peer perform” rating in a research report on Tuesday, December 9th. Barclays upgraded shares of Vertiv from an “equal weight” rating to an “overweight” rating and boosted their price target for the stock from $181.00 to $200.00 in a report on Friday, January 2nd. Finally, Zacks Research upgraded shares of Vertiv from a “hold” rating to a “strong-buy” rating in a research note on Friday, October 31st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $181.38.

Vertiv Stock Down 1.1%

Vertiv stock opened at $170.82 on Thursday. The firm has a 50 day moving average price of $170.55 and a 200-day moving average price of $154.34. The company has a quick ratio of 1.43, a current ratio of 1.83 and a debt-to-equity ratio of 0.83. Vertiv Holdings Co. has a twelve month low of $53.60 and a twelve month high of $202.45. The company has a market capitalization of $65.31 billion, a P/E ratio of 64.46, a P/E/G ratio of 1.06 and a beta of 2.06.

Vertiv (NYSE:VRT) last posted its quarterly earnings data on Wednesday, October 22nd. The company reported $1.24 EPS for the quarter, beating the consensus estimate of $0.99 by $0.25. Vertiv had a return on equity of 50.82% and a net margin of 10.67%.The business had revenue of $2.68 billion for the quarter, compared to the consensus estimate of $2.59 billion. During the same quarter in the prior year, the business earned $0.76 earnings per share. Vertiv’s revenue for the quarter was up 29.0% on a year-over-year basis. Vertiv has set its Q4 2025 guidance at 1.230-1.290 EPS and its FY 2025 guidance at 4.070-4.130 EPS. As a group, equities analysts predict that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, December 18th. Stockholders of record on Tuesday, November 25th were paid a dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. The ex-dividend date was Tuesday, November 25th. This is a positive change from Vertiv’s previous quarterly dividend of $0.04. Vertiv’s dividend payout ratio is currently 9.43%.

Insiders Place Their Bets

In related news, EVP Stephen Liang sold 5,501 shares of Vertiv stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $170.48, for a total value of $937,810.48. Following the completion of the sale, the executive vice president owned 4,050 shares of the company’s stock, valued at approximately $690,444. This trade represents a 57.60% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Company insiders own 2.63% of the company’s stock.

About Vertiv

Vertiv is a global provider of critical digital infrastructure and continuity solutions for data centers, communication networks and commercial and industrial environments. Headquartered in Columbus, Ohio, the company designs, manufactures and services equipment and software that support power availability, thermal management and IT infrastructure management for a broad set of end markets, including hyperscale and enterprise data centers, colocation providers, telecom operators and industrial customers.

The company’s product portfolio includes uninterruptible power supplies (UPS), power distribution units (PDUs), battery and DC power systems, precision cooling and thermal management equipment, racks and enclosures, and integrated modular infrastructure.